M&T Bank

M&T Bank Portfolio holdings

AUM $29.7B
1-Year Est. Return 18.22%
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.6B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,149
New
Increased
Reduced
Closed

Top Buys

1
+$382M
2
+$245M
3
+$165M
4
VFH icon
Vanguard Financials ETF
VFH
+$114M
5
VHT icon
Vanguard Health Care ETF
VHT
+$86.5M

Top Sells

1
+$152M
2
+$27.5M
3
+$27M
4
DVY icon
iShares Select Dividend ETF
DVY
+$23.6M
5
XOM icon
Exxon Mobil
XOM
+$18.4M

Sector Composition

1 Healthcare 10.68%
2 Financials 8.09%
3 Energy 7.28%
4 Technology 7.26%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-7,716
2027
– –
-51,736
2028
– –
-9,895
2029
– –
-50,574
2030
– –
-131,944
2031
– –
-54,027
2032
– –
-43,510
2033
– –
-3,316
2034
– –
-773
2035
– –
-150,000
2036
– –
-4,314
2037
– –
-1,210
2038
– –
-5,990
2039
– –
-12,060
2040
– –
-15,550
2041
– –
-88
2042
– –
-15,134
2043
– –
-19,768
2044
– –
-26,282
2045
– –
-172
2046
– –
-12,380
2047
– –
-9,246
2048
– –
-2,982
2049
– –
-3,015
2050
– –
-7,812
79 80 81
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